Are you truly service oriented? Do you know how to take care of people?

We’re looking for a Client Associate to:

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the t...

Do you know how to manage people? Do you have a knack for implementing service standards?

We’re looking for an Administrative Officer, in our Beverly Hills and Century City branches to:

• Manage branch administration, including a diverse team of associates, and provide administrative support to Financial Advisors.
• Recruit, select, onboard, train and manage administrative support staff.
• Conduct performance reviews and make personnel decisions related to compensation ...

Are you passionate about driving business growth through strategic sales and relationship-building? Do you excel at identifying opportunities and delivering solutions that meet client needs in a collaborative environment? Do you thrive in a collaborative environment, solving problems and delivering solutions? We’re looking for someone who can build and maintain trustworthy relationships with Financial Advisor teams, Wealth Management branch personnel, and Banking and Lending partners. This...

Are you truly service oriented? Do you know how to take care of people? Can you anticipate next steps?
A Client Associate services clients and provides operational and administrative support to Financial Advisors.

We’re looking for a Client Service Associate to:

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• colle...

As a Regional Sales Manager within the West Region team, you will act as a strategic partner to our 5 Markets in the West Region. You will be responsible for driving operational excellence, enabling business strategy execution, and managing front-to-back processes across the region.

You will collaborate closely with senior stakeholders across the West to the execute strategic initiatives including integration programs, regulatory deliverables, and business transformation.

Ke...